financial adviser prospecting Archives

How to do client video testimonials the right way!

by Tony Vidler Testimonials are good for business – but we all know that. Video testimonials are even better for business – and not everyone has got THAT yet. Being able to see the body language, and hear the inflections in a clients voice as they talk about their positive experience, are far more […]

The most preferred, and most effective, client communication tool?

by Tony Vidler Engaging with clients and prospects is critical to getting the right business from the right people, and there is a surefire client communication winner (still): The humble electronic newsletter. Let’s begin by thinking about what you are trying to achieve with any client engagement method and you will probably come […]

The Basics Of “Looking Good” – Professionally Speaking

by Tony Vidler These days our image precedes us…people are forming impressions about us from the initial contact and their initial search results. Those initial searches and follow up emails create a professional image immediately, and hopefully establish a position of credibility (and perhaps authority) in the prospects mind. It is essential therefore to […]

How To Blend Old AND New Marketing Methods: An Example

by Tony Vidler Old, traditional, marketing methods….or new, modern, methods? Which is best? Neither are “best”…and both can be pretty effective. Using the best of both simultaneously though can be fabulous. Traditional marketing methods mixed with modern technology, data-driven insights and delivery platforms can be extremely effective…in fact using everything is absolutely […]

Creating A Culture Of Client Advocacy For Your Practice

by Tony Vidler In an ideal world all of our ideal clients would become active “brand advocates” for us…client advocacy would be the key driver of growth in our client base, wouldn’t it? Our clients whey would be so in love with how our advice and expertise has positively changed their world that they’d […]

Here is how to explain, and show, your value to a client in 10 seconds

by Tony Vidler I am a massive fan of drawing little diagrams to explain technical ideas, but they are also a fabulous way of articulating the more nebulous concepts that people struggle to grasp. One of my favourites is a very simple picture that anyone can scribble on a cocktail napkin in 10 […]

3 things your marketing message must do to get quick wins

by Tony Vidler “Long term marketing ideas are great, but what do I need to do to get some quick results?” A fair question…sometimes we need our marketing message to produce some pretty quick results – which it can do if you get 3 things right. In this weeks Quick Tips video […]

These 4 things make it easy for prospects to say YES

by Tony Vidler We all want all of our prospects to say YES, but getting them to do so isn’t necessarily about having a clever line that they can’t say “no” to. Which do you think is more effective with todays educated and sophisticated consumer? 1. The clever sales technique that has you […]

Target Marketing? Follow the seam of gold if you find it, but don’t spend money looking for it

by Tony Vidler Whenever I hear advisers talk about target marketing they seem to think it is an “either/or” choice. One has to be focussed on the ideal client only and ignore everyone else, or alternatively, you have to be focussed on dealing with as many potential clients as possible and give up on […]

Your key for unlocking endless creative content ideas

by Tony Vidler How we engage with prospective customers has changed fundamentally in the last few years, and smart operators know that delivering engagement and meaningful content is critical to establishing authority, credibility and relevance for your target market. In fact, ongoing engagement while consumers choose when they will engage is 90% of the […]

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